Create a Quarterly Effort

From the PEARS homepage, hover the cursor over the Track menu and click on Quarterly Efforts: The Quarterly Efforts list displays. Click on the Add button:  Fill out the Reporting period, Quarter, Program areas, and Cooperative Extension Appointment fields: Add any comments that need to be noted regarding the quarterly effort. In the File Attachments field, upload … Read more

Add Effort & Contacts

From the PEARS homepage, hover the cursor over the Track menu and click on Quarterly Efforts: The Quarterly Efforts list displays. Select a record to edit. The details of the quarterly effort reported display. Click Effort & Contacts.The Effort & Contacts page displays. Fill out the Critical Issue fields: Fill out the Contacts section. The number … Read more

Auto Calculate Quarterly Effort Contacts

In each Quarterly Effort record, PEARS can automatically calculate your total contacts for the quarter based on data reported in Program Activities and Direct Contacts. For more information on how to auto calculate contacts, see the Instructions section, listed below. For more information on the logic used to auto calculate contacts, see the following five … Read more

Mark a Quarterly Effort as Complete

From the PEARS homepage, hover the cursor over the Track menu and click on Quarterly Efforts: The Quarterly Efforts list displays. Select a record to complete. The details of the quarterly effort reported display. Click Mark as Complete. The Mark as Complete page displays. To mark the record as complete, click the Mark as Complete … Read more

Edit a Quarterly Effort

From the PEARS homepage, hover the cursor over the Track menu and click on Quarterly Efforts:  The Quarterly Efforts list displays. Select a quarterly effort record to edit: The quarterly effort detail view displays. Click the Edit button: Edit the record details as needed.For more information on Quarterly Effort fields, see the documentation article for … Read more

Delete a Quarterly Effort

From the PEARS homepage, hover the cursor over the Track menu and click on Quarterly Efforts: The quarterly efforts list displays. Click on the quarterly effort record that needs to be deleted: The detail view of the quarterly effort appears. Click the red Delete button: The confirmation page displays. Review the information about the quarterly … Read more

Add Custom Data

The following article outlines how to complete the Custom Data section that may be included within PEARS modules. More information is provided in each section below. To jump to a specific section, click a link from the following list: Overview Add Custom Data Overview The Custom Data section can be used to collect data in … Read more